| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 268 | $68.8M | +$3.54M | -$841K | +$2.7M | AAPL, VOO, FMB, AMZN, VUG | 13F-HR | 2/5/2025, 01:20 PM |
| Q3 2024 | 261 | $67M | +$1.74M | -$2.27M | -$524K | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 11/13/2024, 10:40 AM |
| Q2 2024 | 303 | $63.6M | +$2.16M | -$3.05M | -$886K | AAPL, VOO, FMB, BND, AMZN | 13F-HR | 8/14/2024, 05:23 PM |
| Q1 2024 | 304 | $63.4M | +$3.25M | -$2.42M | +$829K | VOO, AAPL, FMB, BND, VB | 13F-HR | 5/15/2024, 07:15 PM |
| Q4 2023 | 301 | $60.1M | AAPL, VOO, FMB, BND, VB | 13F-HR | 2/12/2024, 07:16 PM |